See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,145 | $52,519-21.7% | $155,790-73.6% | $59,632-31.0% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 1.55% | 53.51%-52.0pp | 71.54%-70.0pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $1,551 | $1,589-2.4% | $3,836-59.6% | $2,203-29.6% |
| Participant deferral / active EE | $2,418 | $3,084-21.6% | $4,797-49.6% | $3,192-24.2% |
| Admin fee / account holder | $397 | $3,540-88.8% | $7,478-94.7% | $4,297-90.8% |